Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOAHX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 2.42% | 8.49% | 7.52% | 2.89% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOAHX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 09/21/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 8.49 | 7.52 | 2.89 | NA | NA | NA | … | … | 2.42 | 8.70 | 5.65 | 8.86 | -11.29 | 3.54 | 4.71 |
| Sharpe Ratio | NA | 1.98 | 1.22 | 0.12 | NA | NA | NA | … | … | 1.09 | 1.76 | -0.25 | 0.97 | -1.95 | 1.49 | 5.63 |
| Standard Deviation(%) | NA | 3.45 | 3.93 | 4.50 | NA | NA | NA | … | … | 4.39 | 3.38 | 3.73 | 4.77 | 6.52 | 2.36 | 3.14 |
| Draw Down(%) | NA | 2.46 | 4.08 | 15.46 | NA | NA | NA | … | … | 2.46 | 2.85 | 2.07 | 4.08 | 14.99 | 1.61 | 1.39 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOAHX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
-0.81%
Oct 2020 – Oct 2023 |
2.79%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOAHX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
8.53%
Oct 2022 – Oct 2025 |
3.80%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart